How satisfied are plan sponsors and retirement advisors with the services of 401(k) recordkeeping companies? The Boston Research Group gives you key customer feedback by licensing recent DCP studies through 401kExchange.

The independent DCP studies conducted by the Boston Research Group help top providers focus their strategic planning, product development, service improvement, and sales and marketing efforts. The DCP studies are also a valuable tool for broker dealers who are responsible for due diligence on the providers recommended by advisors.

The DCP Plan Sponsor Study from the Boston Research Group is the industry's most comprehensive, reliable, and well-respected survey of plan sponsor customer satisfaction, brand loyalty, and key market dynamics.

Published annually since 2000, the DCP Plan Sponsor Study profiles and compares all top 401(k) record keepers and provides a clear portrayal of plan sponsor needs and accurate measurement of the extent to which these needs are being met by 30+ major 401(k) providers. Studies are available for two separate groups: plans under $5 million in assets, and over $5 million. The DCP Plan Sponsor Study is based on in-depth interviews with nearly 3,000 key plan sponsor contacts. License to this research includes:

• access to all survey data
• your organization's results benchmarked against key competitors and the market as a whole
• a detailed report with thermometer charts ranking leading providers on all key drivers of plan sponsor loyalty
• formal presentation and discussion of the most meaningful findings by Warren Cormier, President of Boston Research Group and one of the industry's thought leaders

Also Available:

DCP Advisor Study
Boston Research Group's DCP Advisor Study annually interviews 600 retirement advisors to determine their satisfaction with their providers in key service areas, including wholesalers, investments, product features, pricing, and sales and marketing support. The DCP Advisor Study can help you:

• understand where to focus resources and attention
• learn industry best practices as well as vulnerabilities of key competitors
• understand your own areas needing improvement and what drives advisor loyalty
• profile your own advisor satisfaction when marketing to advisors
• get an edge with advisors of top broker dealers by understanding their specific concerns

DCP Outsourced Record Keeper Industry Review
401kExchange and the Boston Research Group are developing this specialized DCP report, white paper, and consultancy for outsourcers and prospective clients looking to outsource, sell their businesses, or enter the DC market. The DCP Outsourced Record Keeper Industry Review will:

• help bundled providers determine whether to outsource recordkeeping services
• help new entrants in the market understand the costs and choices associated with this decision
• help competitors in this rapidly changing market understand what plan sponsors want from their record keeper, and what investment managers want from their recordkeeping partner

DCP Participant Study
The DCP Participant Study is a syndicated research program delivering statistically reliable yet low-cost competitive intelligence and strategic insights into the DC plan participant population. The program offers participating providers:

• a statistically valid profile of the satisfaction, needs, and attitudes of the participants you serve
• statistically valid normative participant data based on the major players in the DC industry

The DCP Participant Study accomplishes very easily, quickly, and cost-effectively what many record keepers find extremely time-consuming and expensive: creating a normative competitive context for the participant data they already collect or may collect in the future.